Vice President, Client Operations

Posted Yesterday
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Houston, TX, USA
Hybrid
Expert/Leader
Fintech • Financial Services
The Role
Leads client-facing corporate trust and custody operations, including trade processing through settlement, wire payments, SWIFT messaging, cash and position break resolution, bond settlement, tax documentation, client escalations, reporting, controls, and process improvement. The role manages institutional client relationships, coordinates internal and external stakeholders, ensures SLA and regulatory compliance, and supports automation and operational efficiency initiatives.
Summary Generated by Built In

We’re seeking a future team member for the role of Vice President, Client Operations - Corporate Trust and Custody Services to join our Corporate Trust team. This role is located in Pittsburgh, PA

In this role, you’ll make an impact in the following ways: 

  • Lead the Client on day-to-day Client facing Custody operations
  • Be an escalation contact for the team and help in resolving various issues and bringing teams together to get optimized solution on Client queries
  • Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management
  • Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
  • Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution
  • Process, review, and monitor wire payments and cash movements, ensuring accuracy and timely execution
  • Interpret, generate, and troubleshoot SWIFT messages (MT/MX formats, including MT540–MT548, MT202/MT103) related to trade settlement and cash/securities movements
  • Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks
  • Support bond market settlement activities, including trade matching, fails management, and coupon/redemption processing
  • Coordinate with the internal tax team and clients to ensure all portfolios are fully tax documented and compliant
  • Coordinate between clients and internal operations teams to research, track, and resolve all client queries within SLA
  • Maintain strong working relationships with clients, counterparties, and correspondent banks
  • Prepare client reporting, respond to inquiries, and escalate issues appropriately to ensure SLA adherence
  • Identify process improvement opportunities and support automation/efficiency initiatives
  • Ensure all activities comply with internal controls, regulatory requirements, and audit standards
     

To be successful in this role, we’re seeking the following: 

  • Bachelor’s degree in Business, Finance, or related field required.
    • Advanced degree or professional certifications in finance or business administration preferred.
  • Typically 8-10 years of experience in corporate trust or Client facing role and good understating of wires, payments and custody operations
  • Preferred working knowledge of wire payment processing (domestic and cross-border)
  • Good understanding of SWIFT messaging standards (MT/MX message types used in payments and securities settlement)
  • Hands-on experience with bond market settlement processes (fixed income trade lifecycle, corporate actions, fails/claims)
  • Practical exposure to syndicate loan operations (drawdowns, rollovers, agency servicing)
  • Excellent verbal and written communication skills, with proven ability to manage client relationships professionally
  • Strong analytical and problem-solving skills with high attention to detail
  • Ability to work under pressure, manage multiple priorities, and meet strict deadlines
  • Proficiency in MS Office (Excel, Outlook); familiarity with custody/settlement platforms is a plus
About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

    Our Benefits and Rewards:

    BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree in Business, Finance, or a related field
    • 8-10 years of experience in corporate trust or client-facing roles
    • Understanding of wires, payments, and custody operations
    • Working knowledge of domestic and cross-border wire payment processing
    • Understanding of SWIFT messaging standards, including MT/MX payment and securities settlement messages
    • Hands-on experience with bond market settlement processes, fixed income trade lifecycle, corporate actions, fails, and claims
    • Practical exposure to syndicate loan operations, including drawdowns, rollovers, and agency servicing
    • Excellent verbal and written communication skills
    • Proven ability to manage client relationships professionally
    • Strong analytical and problem-solving skills with high attention to detail
    • Ability to work under pressure, manage multiple priorities, and meet strict deadlines
    • Proficiency in Microsoft Office, including Excel and Outlook
    • Advanced degree or professional certifications in finance or business administration
    • Familiarity with custody and settlement platforms

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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